Filed December 9, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,391 | $60,892+482.0% | $82,389+330.1% | $84,808+317.9% |
| Participation rate | 98.3% | 63.3%+35.1pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 11.23% | 37.29%-26.1pp | 28.67%-17.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $16,413 | $1,779+822.4% | $2,517+552.1% | $2,631+523.8% |
| Participant deferral / active EE | $20,936 | $3,179+558.6% | $4,155+403.9% | $4,212+397.1% |
| Admin fee / account holder | $15,858 | $5,467+190.0% | $7,231+119.3% | $7,344+115.9% |